Payment Plans
Payment Plans let you offer flexible payment options to clients — split the cost across multiple payments, set up recurring billing, or create tiered pricing that changes over time.
How do I create a payment plan?
The client receives an email with a secure payment link automatically.
What are the three plan types?
Installments
Fixed payments on specific dates. You set the amount and due date for each installment manually.
Example: $1,200 wedding package → $400 now, $400 on June 1, $400 on July 1.
🔄 Recurring
Same amount charged every X days (weekly, bi-weekly, monthly, quarterly). You can set a specific number of payments or let it run forever.
Example: $99/month for 6 months for a coaching program.
Tiered
Different rates across phases. Start at one price for a few months, then switch to a different price forever.
Example: $150/month for 3 months (intro rate), then $99/month forever.
How does the client pay?
When you create a payment plan, the client receives a secure email with a link to bookingpam.com/pay/[unique-token]. On that page they can see:
- The full payment schedule with due dates
- Which installments have been paid (green) and which are due (yellow)
- A Pay button for each unpaid installment
You can resend the link or copy it from the Payment Plans panel at any time.
What happens if a payment fails?
If a client misses a payment, BookingPam automatically sends reminder emails:
- Day 1: First reminder
- Day 3: Second reminder
- Day 5: Third reminder
- Day 7: Final warning — service will be suspended
- Day 8: Plan suspended + you are notified
Once the client pays, reminders stop automatically and the plan resumes.
Can I add a new client when creating a plan?
Yes — in the client dropdown, select ➕ Add new client... to enter their details (name, email, phone, date of birth) without leaving the Payment Plans panel.